Wealth Manager

hireneXus; Fort Lauderdale (FL); On-site; USD 90,000 - 110,000; Full time

Job summary

hireneXus in Fort Lauderdale is seeking a mid-career advisor to lead client relationships rather than support them. The growing RIA serves high-net-worth families and offers an infrastructure to grow: established referrals, an advanced planning team, and modern technology.

You will grow and manage your own book, deliver comprehensive financial planning and investment guidance, collaborate with planning and wealth management teams, and develop business through your network.

Qualifications

• 4+ years of client-facing experience within an RIA or similar firm.
• Bachelor's degree and CFP certification are required.
• Track record in business development is desirable.
• Familiarity with financial planning tools, custodian platforms and CRM.

Responsibilities

• Grow and manage your own book of high-net-worth clients.
• Deliver comprehensive, personalized financial planning and investment guidance.
• Collaborate with planning, investment and wealth management teams on integrated solutions.
• Bring in new business through your network and referrals.
• Act as a dependable, long-term advisor for clients.

Skills

Client-facing experience

Business development

Financial planning tools familiarity

CRM systems

Education

Bachelor's degree

CFP

Job description

This is a great opportunity for a mid-career advisor who's ready to lead client relationships rather than support them. A growing, planning-first RIA with a national footprint is adding to its Fort Lauderdale team, and they're looking for someone with 4+ years of experience who wants to build something long-term.

The firm serves high-net-worth and ultra-high-net-worth families and gives advisors real infrastructure to work with: established referral relationships, an internal advanced planning team, institutional-quality investment options, centralized operations, and up-to-date technology.

If you've been operating in a second-chair capacity and you're ready for the next step, this could be the right move. There's a defined track to partnership, and longer term, a shot at participating in succession planning.

The role involves:

• Growing and managing your own book of high-net-worth clients
• Delivering comprehensive, personalized financial planning and investment guidance
• Collaborating with the firm's planning, investment, and wealth management teams on integrated client solutions
• Bringing in new business through your network, referrals, and business development
• Acting as a dependable, long-term advisor clients can count on

What they're looking for:

• At least 4 years of client-facing experience within an RIA
• A Bachelor's degree and CFP (both required)
• Some track record in business development
• Familiarity with financial planning tools, custodian platforms, and CRM systems

Pay:

$100K guaranteed base for your first two years, with meaningful room to grow beyond that as you build your book.